← All themes

SaaS & Enterprise Software

Software as a service sells business applications by subscription, trading a large upfront licence for predictable recurring revenue. Keeping and growing existing customers matters more to the investment case than winning new ones.

266 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
3301	TC Trilogy Capital Irvine, California	$758K	+$744K	2	0.12%	New
3302	Merit Financial Group Alpharetta, Georgia	$756K	+$745K	2	0.16%	New
3303	PCI Pacifica Capital Investments Leander, Texas	$745K	$0	2	0.36%	Maintained
3304	OKSA O'Keefe Stevens Advisory Rochester, New York	$734K	+$239K	2	0.66%	Increased
3305	KIC Keating Investment Counselors Delray Beach, Florida	$729K	-$107K	2	0.31%	Reduced
3306	WA WESPAC Advisors Orinda, California	$728K	-$214K	2	0.68%	Reduced
3307	SPI Santori & Peters Inc Canonsburg, Pennsylvania	$727K	+$713K	24	0.66%	New
3308	FC FCA Corp Houston, Texas	$723K	$0	2	0.29%	Maintained
3309	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$716K	$0	6	0.28%	Maintained
3310	SFC SYM Financial Corp Winona Lake, Indiana	$716K	+$691K	2	0.32%	New
3311	CCM Conatus Capital Management Greenwich, Connecticut	$708K	-$35.3M	2	0.77%	Reduced
3312	NVIM New Vernon Investment Management Highland Park, Illinois	$705K	$0	1	0.73%	Maintained
3313	TCB Texas Capital Bancshares Dallas, Texas	$704K	-$6.07K	2	1.57%	Reduced
3314	VFP Verus Financial Partners Richmond, Virginia	$697K	-$224K	2	0.25%	Reduced
3315	CWM Cedar Wealth Management Walnut Creek, California	$695K	-$60.9K	1	0.41%	Reduced
3316	IAA Ironsides Asset Advisors Rocky Mount, North Carolina	$695K	$0	1	0.27%	Maintained
3317	TAM Taylor Asset Management Toronto, Ontario, Canada	$694K	+$684K	1	0.24%	New
3318	ZF Zhang Financial Portage, Michigan	$694K	+$214K	2	0.34%	Increased
3319	DP Denver PWM Denver, Colorado	$684K	+$2.45K	1	0.52%	Increased
3320	HC Hampstead Capital London, United Kingdom	$684K	-$3.45M	1	0.85%	Reduced
3321	FFW Fusion Family Wealth Woodbury, New York	$681K	+$580K	5	0.17%	Increased
3322	RPAM Rhenman & Partners Asset Management Stockholm, Sweden	$681K	$0	2	0.09%	Maintained
3323	CWM Cahaba Wealth Management Atlanta, Georgia	$675K	-$17.9K	2	0.28%	Reduced
3324	FMA FNY Managed Accounts New York	$673K	-$4.89M	18	0.62%	Reduced
3325	BWM Bernicke Wealth Management Altoona, Wisconsin	$670K	+$7.34K	1	0.51%	Increased